Filed: 11/14/2025ACC: 0000919574-25-006796
📋 What this filing means
MARATHON PARTNERS EQUITY MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $139.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$139.00M
Total AUM (reported)
3.02M
Total Shares
Allocation by class
COM$65.00M46.8%
CL A$51.66M37.2%
CLASS A COM$15.61M11.2%
SHS$4.71M3.4%
CAP STK CL C$2.01M1.4%
Portfolio Concentration
Top 3$79.05M56.9%
4–10$51.21M36.8%
11–25$8.73M6.3%
Top 3 weight
56.9%
Top 10 weight
93.7%
Voting Authority Distribution
Total shares with voting rights: 3.02M
Sole
Full voting authority
3.02M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other16
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
TKO GROUP HOLDINGS INC
DFNDShares154K
TypeSH
Market value$31.10M
22.38%
Sole
154K
Shared
0.00
None
0.00
REMITLY GLOBAL INC
DFNDShares1.68M
TypeSH
Market value$27.38M
19.70%
Sole
1.68M
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares28K
TypeSH
Market value$20.56M
14.79%
Sole
28K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
DFNDShares165K
TypeSH
Market value$16.17M
11.63%
Sole
165K
Shared
0.00
None
0.00
XOMETRY INC
DFNDShares277.50K
TypeSH
Market value$15.12M
10.87%
Sole
277.50K
Shared
0.00
None
0.00
HENRY SCHEIN INC
DFNDShares77.50K
TypeSH
Market value$5.14M
3.70%
Sole
77.50K
Shared
0.00
None
0.00
ATMUS FILTRATION TECHNOLOGIE
DFNDShares112.50K
TypeSH
Market value$5.07M
3.65%
Sole
112.50K
Shared
0.00
None
0.00
SENSIENT TECHNOLOGIES CORP
DFNDShares40K
TypeSH
Market value$3.75M
2.70%
Sole
40K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
DFNDShares13.75K
TypeSH
Market value$3.49M
2.51%
Sole
13.75K
Shared
0.00
None
0.00
TURNING PT BRANDS INC
DFNDShares25K
TypeSH
Market value$2.47M
1.78%
Sole
25K
Shared
0.00
None
0.00
ATI INC
DFNDShares27.50K
TypeSH
Market value$2.24M
1.61%
Sole
27.50K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares8.25K
TypeSH
Market value$2.01M
1.45%
Sole
8.25K
Shared
0.00
None
0.00
LIONSGATE STUDIOS CORP
DFNDShares250K
TypeSH
Market value$1.73M
1.24%
Sole
250K
Shared
0.00
None
0.00
AMRIZE LTD
DFNDShares25K
TypeSH
Market value$1.21M
0.87%
Sole
25K
Shared
0.00
None
0.00
LIGHT & WONDER INC
DFNDShares12.50K
TypeSH
Market value$1.05M
0.75%
Sole
12.50K
Shared
0.00
None
0.00
EUROPEAN WAX CTR INC
DFNDShares125K
TypeSH
Market value$498.8K
0.36%
Sole
125K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TKO GROUP HOLDINGS INCDFND | CL A | 154K | SH | $31.10M 22.38% | 154K | 0.00 | 0.00 |
REMITLY GLOBAL INCDFND | COM | 1.68M | SH | $27.38M 19.70% | 1.68M | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 28K | SH | $20.56M 14.79% | 28K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCDFND | COM | 165K | SH | $16.17M 11.63% | 165K | 0.00 | 0.00 |
XOMETRY INCDFND | CLASS A COM | 277.50K | SH | $15.12M 10.87% | 277.50K | 0.00 | 0.00 |
HENRY SCHEIN INCDFND | COM | 77.50K | SH | $5.14M 3.70% | 77.50K | 0.00 | 0.00 |
ATMUS FILTRATION TECHNOLOGIEDFND | COM | 112.50K | SH | $5.07M 3.65% | 112.50K | 0.00 | 0.00 |
SENSIENT TECHNOLOGIES CORPDFND | COM | 40K | SH | $3.75M 2.70% | 40K | 0.00 | 0.00 |
FLUTTER ENTMT PLCDFND | SHS | 13.75K | SH | $3.49M 2.51% | 13.75K | 0.00 | 0.00 |
TURNING PT BRANDS INCDFND | COM | 25K | SH | $2.47M 1.78% | 25K | 0.00 | 0.00 |
ATI INCDFND | COM | 27.50K | SH | $2.24M 1.61% | 27.50K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 8.25K | SH | $2.01M 1.45% | 8.25K | 0.00 | 0.00 |
LIONSGATE STUDIOS CORPDFND | COM | 250K | SH | $1.73M 1.24% | 250K | 0.00 | 0.00 |
AMRIZE LTDDFND | SHS | 25K | SH | $1.21M 0.87% | 25K | 0.00 | 0.00 |
LIGHT & WONDER INCDFND | COM | 12.50K | SH | $1.05M 0.75% | 12.50K | 0.00 | 0.00 |
EUROPEAN WAX CTR INCDFND | CLASS A COM | 125K | SH | $498.8K 0.36% | 125K | 0.00 | 0.00 |